黄仁勋：为GTC 2026准备了多款前所未见的新芯片；英伟达清仓Arm全部股份；OpenAI最新一轮融资有望突破1000亿美元【美股盘前】

Market Overview - Major U.S. stock index futures are showing slight declines, with Dow futures down 0.12%, S&P 500 futures down 0.08%, and Nasdaq futures down 0.04% [1] Semiconductor Sector - Storage chip stocks are experiencing a pre-market rally, with SanDisk and Micron Technology both rising over 1% [2] Nvidia Developments - Nvidia's CEO Jensen Huang announced the preparation of several unprecedented new chips for GTC 2026, emphasizing the challenges in technology advancements but expressing confidence in his team's capabilities [2] - Nvidia has sold its remaining 1.1 million shares of Arm Holdings, valued at approximately $156 million, while still holding a 20-year technology license from Arm [2] Meta Platforms - Meta has restarted its "Malibu 2" smartwatch project, expected to launch in 2026, featuring health tracking capabilities and an integrated Meta AI assistant [2] OpenAI Financing - OpenAI is nearing the completion of a new funding round expected to exceed $100 billion, with a projected overall valuation surpassing $850 billion, up from an initial estimate of $830 billion [3] - The pre-funding valuation is anticipated to remain at $730 billion, with major strategic investors including Amazon, SoftBank, Nvidia, and Microsoft [3] Mining Sector - Rio Tinto's 2025 earnings report showed a basic profit of $10.87 billion, flat year-over-year but slightly below market expectations of $11.03 billion, leading to a decline of over 2% in its stock [3] eBay Performance - eBay's Q4 2025 earnings report exceeded expectations, with revenue of $3 billion, a 15% year-over-year increase, and adjusted earnings per share of $1.41, surpassing the forecast of $1.35 [4] - eBay announced the acquisition of fashion marketplace Depop from Etsy for $1.2 billion [4] Silver Stocks - Silver-related stocks are showing strength, with Pan American Silver up over 4% and Hecla Mining rising nearly 2% [5] Google and Sea Partnership - Google is collaborating with Southeast Asian tech group Sea to develop AI tools for Sea's e-commerce and gaming products, including a prototype AI Agent for the Shopee platform [5]